I just listened to a pretty good presentation by the CFO of SZYM at some kind of growth company conference. It addressed the delay at the Bunge factory opening but more importantly, you can get a clear vision of the size of the opportunity this company is facing.
There’s a lot that can go wrong but for my money, this is worth the wait.
This was recorded on May 8th, I believe.
Mykie
PS towards the end he gets misty eyed when talking about the size of the opportunity so I suggest listening to it all.
I just listened to a pretty good presentation by the CFO of SZYM at some kind of growth company conference. It addressed the delay at the Bunge factory opening but more importantly, you can get a clear vision of the size of the opportunity this company is facing. There’s a lot that can go wrong but for my money, this is worth the wait.
PS towards the end he gets misty eyed when talking about the size of the opportunity so I suggest listening to it all.
Great presentation Mykie. It should be a must for anyone thinking about SZYM. He really gives a picture of the history of the company, where it is now, and where it’s going in the future.
Great presentation Mykie. It should be a must for anyone thinking about SZYM. He really gives a picture of the history of the company, where it is now, and where it’s going in the future.
Maybe I’m nuts but today, after listening to that presentation last night, I thought hard and long about their prospects and then increased my position on SZYM to an almost full one (before appreciation and if I exercise 8 call contracts down the road) since I just can’t see how these guys can’t at least rise to $15/share if not the more expected sky-is-the-limit price.
My break even pricing on the calls are $10.89 & $12.12…by Dec and Sept…is it possible they can not get past those points in those time frames? Famous last words…seems like a no brainer to me.